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Home > Institutional Investor > Haverford Financial Services, Inc. > Profile

Instuitional Investor - Haverford Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Haverford Financial Services, Inc.
Portfolio Value $327,934,503
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 102,597 $25,692,341 7.83%
2.
Microsoft Corp
 MSFT 55,169 $23,253,734 7.09%
3.
Mastercard Inc
 MA 32,379 $17,049,810 5.19%
4.
Jpmorgan Chase & Co
 JPM 67,079 $16,079,507 4.9%
5.
Oracle Corp
 ORCL 95,444 $15,904,788 4.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)